Underwriting Technical Assistant

Job Locations
US-CA-Valencia

ID

2018-2320

Company

Pacific Gateway Insurance Agency

Position Type

Regular Full-Time

Overview & Responsibilities

Job Objective:

Assist Underwriting Team with all clerical functions. Enter submissions into paperless file system and set up tasks for Team members. Process certificates, motor vehicle records (MVRs). Review policy file for required information, request and follow up for missing information using excellent customer service. Check all policies and endorsements for completeness and accuracy, and follow up for corrections. Review MVRs and prepare driver quality analysis. Process all non-money endorsements. Issue policies and endorsements as required. Collect and review surplus lines documents. Perform all other clerical duties as assigned.

Major Duties:

Enter submissions and other underwriting documents into our paperless files system, create workflow tasks and assign them to the appropriate personnel.

Review policy file to determine missing information. Compare final documents received from the producing broker to the original rating / underwriting information and report discrepancies to the Underwriter. Request and follow up for necessary information from producing broker.

Check all policies and endorsements for completeness and accuracy. Coordinate changes and corrections with Underwriter and/or Home Office. Follow up for corrected documents. Prepare documents for Surplus Lines filing, when required, and for delivery to producer / insured.

Order MVR’s as requested by Underwriter. Prepare driver quality analysis for Underwriting Assistant by reviewing individual MVRs and coding the points in accordance with the applicable driver plans in each State. Process driver exclusions.